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Inbox

Read synced client email, filter mailboxes and categories, and compose or review a reply before sending.

Updated Oct 12, 2026 6 steps 4 questions answeredOpen this page in the platform
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Overview

This inbox page at /platform/email/inbox lets you read synced messages for the selected client, filter by mailbox or category, and compose or reply. Its composer uses a message dialog with Cancel and Send.

How to use this page

  1. Choose a mailbox and view

    Select a client in the sidebar, then choose Account. Open Inbox, Campaign replies, Sent, Starred, Trash or All mail, or choose an AI category. When a dropdown shows a search field, type to narrow its choices. Press Escape from that field to close the menu and return focus to its button without changing the selected value. Reopening starts with an empty search.

  2. Search and sync

    Enter text in Search emails. Press Enter to search immediately. Clear filters resets the view. Select Sync to check for new messages when an inbox account is available.

  3. Read a message

    Select a message to read its sender, recipients, date and body. Follow its Contact or Campaign link when shown. Select an attachment to download it. Related thread messages appear below the message.

  4. Compose or reply

    Select Compose for a new message, Reply for the selected email, or AI Reply for a draft to review. Check From and recipients, add Cc or Bcc if needed, then enter Subject and Message and choose Signature. Select Send when ready. A recipient, subject and message are required.

  5. Close an unsent message

    Use Cancel or Close to discard the open composer. This dialog does not save a draft for later. Clicking outside keeps it open when the message body has text.

  6. Organize messages

    Use the star beside a message to mark it. Archive removes a message from the inbox view. Delete moves it to Trash.

What the buttons do

Account / From / Signature
Choose the inbox filter, sending mailbox or signature. Long dropdowns provide search; Escape closes the search without changing the selection.
Search emails / Clear filters
Find messages and reset the active filters.
Sync
Checks connected inbox accounts for messages.
Compose / Reply
Opens a new message or a reply dialog.
AI Reply
Prepares a reply for review in the composer. You still choose Send.
Send
Sends the completed message from the selected mailbox.
Cancel / Close
Discards the open composer.
Archive / Delete
Archives the selected message or moves it to Trash.
Star
Marks or unmarks a message for the Starred view.

Common questions

The Account filter lists responder inboxes. Additional permitted sender identities can appear under From without appearing as inbox filters.
Compose needs an available sending account. Sync needs an available inbox account for this client.
No. Cancel and Close discard it. Keep the dialog open until you send or no longer need the message.
No. Review and edit its draft, then select Send.
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